AFWM
AMJ Financial Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,636
| Closed | -$2.73M | – | 65 |
|
|
2022
Q4 | $2.73M | Sell |
32,636
-17,639
| -35% | -$1.47M | 1.61% | 20 |
|
|
2022
Q3 | $3.94M | Buy |
50,275
+14,099
| +39% | +$1.11M | 2.56% | 18 |
|
|
2022
Q2 | $2.8M | Sell |
36,176
-24,549
| -40% | -$1.9M | 2.37% | 15 |
|
|
2022
Q1 | $5.14M | Buy |
60,725
+7,890
| +15% | +$668K | 2.06% | 26 |
|
|
2021
Q4 | $4.93M | Buy |
52,835
+2,067
| +4% | +$193K | 1.78% | 26 |
|
|
2021
Q3 | $3.99M | Buy |
50,768
+3,773
| +8% | +$296K | 1.63% | 27 |
|
|
2021
Q2 | $3.44M | Buy |
46,995
+2,291
| +5% | +$168K | 1.5% | 30 |
|
|
2021
Q1 | $3.38M | Sell |
44,704
-29,016
| -39% | -$2.19M | 1.63% | 29 |
|
|
2020
Q4 | $5.69M | Buy |
73,720
+56,106
| +319% | +$4.33M | 2.91% | 9 |
|
|
2020
Q3 | $4.89M | Buy |
17,614
+776
| +5% | +$215K | 2.88% | 14 |
|
|
2020
Q2 | $4.04M | Buy |
16,838
+3,434
| +26% | +$825K | 2.75% | 12 |
|
|
2020
Q1 | $3.23M | Sell |
13,404
-5,972
| -31% | -$1.44M | 5.6% | 5 |
|
|
2019
Q4 | $4.69M | Buy |
+19,376
| New | +$4.69M | 3.3% | 4 |
|